|
26
|
Vise Technologies
New York
|
$11.4M
|
+$9.23K
|
+273
|
+0.1%
|
|
|
27
|
JFG Wealth Management
Denver,
Colorado
|
$11.3M
|
-$882K
|
-26,068
|
-7%
|
|
|
28
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$10.9M
|
+$1.23M
|
+36,397
|
+13%
|
|
|
29
|
Empirical Wealth Management
Seattle,
Washington
|
$10.7M
|
+$4.36M
|
+129,044
|
+68%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.85M
|
+$8.86M
|
+262,058
|
+1,186%
|
|
|
31
|
Redwood Investment Management
Scottsdale,
Arizona
|
$9.48M
|
–
|
–
|
–
|
|
|
32
|
Act Wealth Management
Plano,
Texas
|
$8.68M
|
+$481K
|
+14,236
|
+6%
|
|
|
33
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$8.58M
|
-$474K
|
-14,024
|
-5%
|
|
|
34
|
Robinswood Financial
Kirkland,
Washington
|
$8.35M
|
+$8.36M
|
+247,199
|
New
|
|
|
35
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.46M
|
+$112K
|
+3,312
|
+2%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.39M
|
-$106K
|
-3,136
|
-1%
|
|
|
37
|
New York Life Investment Management
New York
|
$7.33M
|
+$7.34M
|
+216,963
|
New
|
|
|
38
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$7.24M
|
+$322K
|
+9,517
|
+5%
|
|
|
39
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.13M
|
+$22.6K
|
+669
|
+0.3%
|
|
|
40
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.01M
|
-$71.9K
|
-2,126
|
-1%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.88M
|
+$267K
|
+7,893
|
+4%
|
|
|
42
|
Mission Wealth Management
Santa Barbara,
California
|
$6.84M
|
-$392K
|
-11,583
|
-5%
|
|
|
43
|
West Paces Advisors
Atlanta,
Georgia
|
$6.54M
|
-$480K
|
-14,181
|
-7%
|
|
|
44
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.37M
|
-$131K
|
-3,884
|
-2%
|
|
|
45
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.19M
|
-$255K
|
-7,549
|
-4%
|
|
|
46
|
Valmark Advisers
Akron,
Ohio
|
$6.16M
|
+$4.27M
|
+126,261
|
+225%
|
|
|
47
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.15M
|
+$347K
|
+10,273
|
+6%
|
|
|
48
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5.96M
|
-$167K
|
-4,936
|
-3%
|
|
|
49
|
Tortoise Investment Management
White Plains,
New York
|
$5.91M
|
+$131K
|
+3,887
|
+2%
|
|
|
50
|
Bell Investment Advisors
Oakland,
California
|
$5.88M
|
-$11.4K
|
-337
|
-0.2%
|
|
